enterprise software

6 statements across 6 episodes · 2 bullish · 3 bearish · 6 people on the record · first statement Jul 27, 2023 by Shyam Sankar · across every show →

Everything said about enterprise software, oldest first

Jul 27, 2023 negative
Insight
Sankar: Autonomous AI planning will fail in strict enterprise state machines
“The practicalities of an enterprise is there is either an implicit or explicit, and often it's kind of fifty-fifty or some combination, implicit-explicit state machine that represents that enterprise. So the idea that you're just going to have an agent that ki…”
Shyam Sankar Jul 27, 2023 ▶ 28:57 No Priors Ep. 25 | With Palantir's CTO Shyam Sankar
Dec 19, 2024 bearish
Prediction Not checkable as stated
Torres: Database wrapper software will die without rapid adaptation
“I'm talking at the solution level, the old wrappers of databases are going to be dead. Like there's just no way they survive. Unless they adapt quickly.”
Elias Torres Dec 19, 2024 ▶ 26:56 No Priors Ep. 94 | With CEO and Founder of Agency Elias Torres
Sep 18, 2025
Prediction Not checkable as stated
Zhang: Foundation model labs will target consumer applications before enterprise software
“I think it makes a lot of sense for them to push into application layer, and I think they will. In terms of what applications, I mean, generally they'll probably start with applications where it's more consumer prosumer-y because there's, it's just more self-c…”
Jesse Zhang Sep 18, 2025 ▶ 18:37 No Priors Ep. 132 | With Decagon CEO and Co-Founder Jesse Zhang
Feb 26, 2026 bullish
Insight
Tiwari: Enterprise software moats lie in system integration, not standalone features
“There are a number of applications that, you know, on paper sound really interesting, like, oh, yeah, I could just rebuild Slack or you could rebuild Salesforce or could rebuild, you know, X, Y, and Z. I think, you know, the, It's not just the product, it's th…”
Neil Tiwari Feb 26, 2026 ▶ 34:45 Who's Actually Funding the AI Buildout?
Apr 17, 2026 bearish
Prediction Not checkable as stated
McDermott: Single-function SaaS faces high AI risk; platforms remain safe
“So if you think about companies that do something that span multiple departments or are a serious system of record, That is very hard to replicate. They're safe, and they'll, they'll be a part of the future. If you're serving one function, and what you do is n…”
Bill McDermott Apr 17, 2026 ▶ 31:00 Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott
Apr 23, 2026 positive
Insight
Herzig: The era of software requiring manual user intelligence is over
“The time is clearly over where you design software, where the dump software, where the, that requires the intelligence to sit in front of the computer.”
Philipp Herzig Apr 23, 2026 ▶ 9:36 SAP: Bringing the ‘Operating System’ of a Company into the AI Era with CTO Philipp Herzig
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